CHARTON FINANCIAL GROUP - MOORPARK, CA

Moorpark, California

Charton Financial Group strives to serve as a leading provider in the delivery of wealth management, risk management and employee benefit strategies. We define our role as advocates on behalf of affluent individuals, families and organizations who require highly specialized, comprehensively independent and integrated financial services. Charton Financial Group is proud to have served our clients for nearly four decades and in that time we are proud to have earned the reputation as qualified industry professionals. Our professionals share a singular focus centered entirely on advancing the interests of our clientele. We take great pride in the scope and depth of our organization which enables us to remain authentic to our mission, employ our guiding core values and pursue the greatest impact in support of our client objectives. As we partner with our clients to understand their specific needs, goals and visions, we leverage our independent business model to offer our clients holistic planning and access to a broad universe of robust experience, products and services. This client centric model empowers us to bring together dynamic innovation, preferred relationships, advanced resources and extensive decision and implementation support services. In that spirit, we aim to empower our clients to preserve what is important, inspire the creation, seek growth and preservation of assets, effectively manage risk and to help organizations advance their human and financial capital. We endeavor to bring our individual and corporate clients balanced strategies to help them prosper long term and Envision Optimized Returns In Life ®

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BRIO BENEFIT CONSULTING - LOS ANGELES, CA

Los Angeles, California

At Brio we know that your employees are your company’s most valuable asset - now more than ever! When you partner with Brio you can be comfortable that you’re at the cutting edge of healthcare benefits innovation, ensuring your company’s employees access to the highest quality healthcare and benefits, while delivering enormous value to your business. Our client loyalty underscores our success and is a testament to the consistent excellent customer service that sets Brio apart. This legendary service has garnered them an M Score 5 rating. They have provided quality services at fair prices and have been able to work with their clients to reach their goals when it comes to employee benefits coverage in the New York Metro Area and beyond. Brio Benefit Consulting is a top-ranked employee benefit consulting firm offering a wide range of services across industries for companies of all sizes. Brio's team consists of experts in healthcare, retirement, and compliance.

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KCAL HEALTH - LOS ANGELES, CA

Hacienda Heights, California

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HRIS INSURANCE SERVICES - LOS ANGELES, CA

Los Angeles, California

HRIS Insurance Services is a leading authority on health insurance and employee benefits with over 20+ years of industry experience. Over the past several years HRIS has seen tremendous growth in by offering expert ACA guidance, establishing online enrollment for all clients, and providing exceptional service. The agency now has clients in 23 states. HRIS has a 360-degree view of insurance and employee benefits with experience in practically every aspect of the industry. We pride ourselves on service, knowledge, technology and solution based consulting for companies of all sizes. Many of our customers experience the same issues as Fortune 500 companies, but lack Fortune 500 resources to handle them. As a result, HRIS has sourced the most innovative, technology driven solutions to improve process and retain the best talent.

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DONALD TAPERT INSURANCE AGENCY - LOS ANGELES, CA

Sierra Madre, California

Donald W. Tapert Insurance Agency, operating under StoneTapert Insurance Services in Los Angeles, CA, stands out as a prominent provider of employee benefits consulting. Their services are crucial in elevating workplace dynamics and fostering employee loyalty. They specialize in creating customized employee benefits programs, which are vital in attracting and retaining talent, as well as promoting employee well-being and success in the workplace. They empower human resources departments with comprehensive resources, expert advice, and cutting-edge tools, ensuring companies stay updated with federal and state mandates for compliance. Additionally, their offerings cater to personal insurance needs with a range of healthcare alternatives, addressing the varied requirements of different life stages. With over 60 years of experience, StoneTapert Insurance Services has a legacy of reliability and expertise, partnering with diverse organizations including startups, non-profits, and both private and public entities. Their approach combines industry expertise with innovation, ensuring top-notch service delivery and proactive problem-solving. Their suite of services includes strategic planning, plan analysis, market research, renewal management, cost management, and compliance assistance. They also offer a dedicated team of employee benefits experts and NAHU certified benefits specialists. Their technological solutions include cloud-based enrollment, HR hotline, interactive HR apps, and a comprehensive online learning platform, all designed to support the effective implementation and management of employee benefits programs. Among their notable clientele is Flintridge Preparatory School in the educational services industry, based in California, with over 100 participants. Their expertise spans across various industries, with a strong focus on educational services, demonstrating their ability to cater to specific industry needs effectively.

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LBW INSURANCE AND FINANCIAL SERVICES - LOS ANGELES, CA

Valencia, California

LBW is an independent, family owned, agency based in Northern Los Angeles County. We pride ourselves on the value we bring to our clients. As a team of experienced professionals, we don't just write policies. We craft individual insurance and financial strategies to match the unique needs and goals of each company we serve. CA Insurance License # 0785905 Securities offered through Securities America, Inc., Member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors. LBW, PFG Advisors, and Securities America are separate entities.

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ROGERSGRAY - LOS ANGELES, CA

Glendale, California

Rogers Grey, a BRP Company, boasts a substantial presence in Los Angeles, CA, operating from a prominent and expansive office. With a robust track record, this larger office excels in catering to the needs of diverse clients, demonstrating proficiency in serving both self-funded and traditionally insured employers. Specializing in employer benefits, they have successfully supported local and regional businesses across various industries. Noteworthy is their extensive experience with esteemed clients such as Del West USA, a major player in motor vehicle parts manufacturing with over 100 participants, Earls Organic Produce, a grocery and related product merchant wholesaler with 80+ participants, and Primal Pet Foods, an animal food manufacturing industry leader with 90+ participants. These partnerships underscore their versatility across industries, particularly in navigational, measuring, electromedical, and control instruments manufacturing, grocery and related product merchant wholesaling, and animal food manufacturing. Operating as part of a regional insurance broker firm, this office stands out for its demonstrated expertise in serving midsize and small employers alike. Their comprehensive knowledge and commitment to client success position Rogers Grey as a reliable and strategic partner for employers seeking tailored insurance solutions in the competitive landscape of Los Angeles, CA.

MARTIN J WOLFF & CO - LOS ANGELES, CA

Los Angeles, California

Martin J Wolff & Co is an insurance company based out of 4311 Wilshire Blvd, Los Angeles, CA, United States.

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HILLCREST - LOS ANGELES, CA

Los Angeles, California

Hillcrest's Los Angeles, CA office is a prominent player in the insurance brokerage landscape, boasting a substantial presence as a larger office within the region. With a rich history of catering to the needs of diverse clientele, they showcase notable proficiency in collaborating with self-funded clients. Their expertise extends to supporting local and regional employers, making them a reliable partner for businesses of varying scales. This branch of Hillcrest has earned its stripes through demonstrated experience with midsize employers, affirming their ability to navigate the nuanced challenges faced by companies of this size. As part of a local brokerage firm, they bring a personalized touch to their services, understanding the unique dynamics of the Los Angeles business landscape. What sets Hillcrest apart is their deep understanding of the offices of dentists industry. Noteworthy clients like Fariborz Rodef Dds with over 140 participants underline their success in this niche. Additionally, they've made significant strides in the community food and housing, emergency, and relief services industry, exemplified by their collaboration with Step Up On Second Street, boasting 230+ participants. This diverse portfolio showcases Hillcrest's adaptability and commitment to excellence across various sectors, making them a valuable choice for employers seeking comprehensive insurance solutions.

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JAMES P BENNETT & CO - LOS ANGELES, CA

Santa Monica, California

James P Bennett & Co is a reputable insurance broker with a dedicated office situated in the vibrant city of Santa Monica, California. With a proven track record of excellence, they have established themselves as a trusted partner in the insurance industry. One notable success story for this particular office is their collaboration with Utility Trailer Manufacturing Company (Corporate), an esteemed employer in the motor vehicle body and trailer manufacturing sector, boasting a workforce of 3,210 individuals. James P Bennett & Co worked closely with the HR and finance team at Utility Trailer Manufacturing Company to devise a tailored self-funding arrangement. This comprehensive solution included the development of an HMO plan, PPO plan, PBM, and drug plan, specifically designed to cater to the unique requirements of their members. Drawing upon their extensive experience, James P Bennett & Co has cultivated a strong expertise in serving self-funded employers. Their profound understanding of HMOs allows them to work closely with clients, ensuring their needs are met effectively. Similarly, their proficiency in collaborating with clients and PPOs enables them to deliver exceptional solutions that align with member expectations. James P Bennett & Co also possesses substantial experience working with PBMs and other specialized pharmacy providers. Notably, James P Bennett & Co serves a diverse range of clients, including large and midsize employers. Their impressive portfolio encompasses notable organizations such as Acec Life/Health Insurance Trust Benefit Consortium, American Security | High Security Home and Business Safes, and BI Nutraceuticals. Operating across California, Texas, and New Jersey, this office of James P Bennett & Co extends its exceptional services to clients across multiple states. Thanks to their vast experience and expertise, James P Bennett & Co boasts a strong M Score, a testament to their ability to cater to clients of varying sizes and industries. They particularly excel in providing insurance solutions for food manufacturing, miscellaneous durable goods merchant wholesalers, and electrical equipment and component manufacturing industries. With their unwavering commitment to client satisfaction, James P Bennett & Co is an insurance broker that consistently delivers outstanding results.

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